Victor Tran (CRD# 6529926) is an Investment Advisor Representative working at Pnc Investments in Drexel Hill, PA and has over 8 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Drexel Hill, PA | Aug 2017 - Current | 6 |
| Bank Of America, N.a. | Philadelphia, PA | Mar 2016 - Jun 2017 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia, PA | Mar 2016 - Jun 2017 | 1 |
| Axa Advisors, LLC | New York, NY | Oct 2015 - Mar 2016 | < 1 |
| Unemployed | Philadelphia, PA | Jul 2015 - Oct 2015 | < 1 |
| Philadelphia 76ers | Philadelphia, PA | Jun 2014 - Jun 2015 | 1 |
| Front Row Marketing | Philadelphia, PA | Jan 2014 - May 2014 | < 1 |
| Temple University | Philadelphia, PA | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- PA
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Total Assets Under Management23,896MILLIONS
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Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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